Wealth Management
2 months ago
Melbourne- Wealth Management- Contract or TemporaryThe successful applicant will be responsible for supporting the Director of the team, encompassing various responsibilities, as well as being cross-trained to gain exposure to other functions on the business and gradually take on a greater scope of responsibilities.
**_ This role will be hired on an initial 6-month full-time contract with the view to extend and ultimately transition into a permanent position, pending good performance._**
**Key Responsibilities**:
- Reconcile client investment data across systems.
- Reconstruction of clients cost history.
- Tax reporting reconciliation.
- Key liaison with regional operational team in managing client investment data flow.
- Manage reporting vendor against KPI.
- Work closely with products owners and advisors to resolve client enquiries on client reports, which covers investment return and products related enquiries.
- Oversee annual reporting process and ensure tax bucket are correct allocated.
- Take full accountability for high network client quarterly and annual reporting.
- Driven business process and operational risk control improvement.
**Desired Skills/Qualifications/Experience**
- Tertiary degree in relevant field preferred.
- 2-3 years of portfolio administration and/or client reporting experience in Wealth Management ideal.
- Solid understanding of investment return calculation and concept highly preferred.
- Ability to develop strong relationships, namely with various teams across functions.
- Excellent communication skills, both oral and written.
- Sound knowledge & understanding of CGT implications & CGT rules.
- Ability to prioritise, handle workflows, and have a fine attention to detail.
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